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201B Townepark Circle Ste B-1, Louisville, KY 40243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-08-23 |
Branch Locations
201B Townepark Circle Ste B-1, Louisville, KY 40243 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roberts Cpa Group Psc | Louisville | KY | 06/2008 | Present |
| Lifetime Wealth Design Llc | Louisville | KY | 08/2009 | Present |
| Prosperity Capital Advisors, Llc | Westlake | OH | 12/2016 | 12/2017 |
| Corales & Roberts Cpa Group Psc | Lexington | KY | 01/2025 | Present |
1)TRANSCEND CREDIT UNION, 3740 BARDSTOWN ROAD LOUISVILLE KY 40218, CREDIT UNION, 1/1/2011, 4 HOURS TOTAL, 0 DURING TRADING HOURS, BOARD MEMBER 2) ROBERTS CPA GROUP, 201B TOWNEPARK CIR, STE B-1 LOUISVILLE KY 40243, OWNER, 1/1/2006, 160 HOURS TOTAL, 100 DURING TRADING HOURS, CPA FIRM 3) CORALES & ROBERTS CPAS PSC; 163 DENNIS DRIVE, LEXINGTON, KY 40503; OWNER/CPA; 1/7/2025, SAME HOURS AS ABOVE; CPA FIRM. 3)201B TOWNEPARK CIRCLE, LLC; NON-INVESTMENT RELATED; 201B TOWNEPARK CIRCLE, LOUISVILLE, KY 40243; OWNER; START DATE: 11/2012; SPENDS 0 HRS; RENTAL PROPERTY. 4) LICENSED INSURANCE AGENT; INVESTMENT RELATED; SAME ADDRESS AS FIRM; INSURANCE AGENT; SPENDS 10 HRS/MTH; INSURANCE SALES FOR VARIOUS INSURANCE COMPANIES. 5) FOYF MEDIA, LLC, INVESTMENT RELATED; LOUISVILLE, KY; OWNER/MANAGING MEMBER; START DATE: 08/2014; SPENDS 20 HRS/MTH. 6)EASTGATE PROFESSIONAL PARK OFFICE ASSOCIATION; NON-INVESTMENT RELATED; 1 HRS EVERY 2 MONTHS, NONE DURING TRADING. 7) ABUNDANT HERITAGE LLC; NON-INVESTMENT RELATED; OWNER; 20 HRS/MTH; OWNS AND OPERATES THE SCOOTER'S COFFEE FRANCHISE. 8) 4897 NORTH DIXIE HWY, LLC; NON-INVESTMENT RELATED; OWNER; 0 HRS/MTH; LLC OWNS THE PROPERTY FOR SCOOTERS COFFEE. 9) 901 NORTH MULBERRY, LLC; NON-INVESTMENT RELATED; 201 TOWNEPARK CIR STE B-1, LOUISVILLE, KY 40243; REAL ESTATE OWNERSHIP; OWNER; 5/6/2008; TIME SPENT 1HRS/MONTH; 0HRS/MONTH SECURITIES TRADING HOURS; MANAGEMENT. 10) MORGAN-NEIL, LLC; NON-INVESTMENT RELATED; 201 TOWNEPARK CIR STE B-1, LOUISVILLE, KY 40243; REAL ESTATE OWNERSHIP; OWNER; 7/31/2024; TIME SPENT 1HRS/MONTH; 0HRS/MONTH SECURITIES TRADING HOURS; MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-20 |
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